Launching onboarding / exit plans for employees

To launch an onboarding or exit plan for an employee, navigate to Employees -> Employees. Search for the employee using the search bar and click on the record to open the form. Click on the Launch Plan button.

Select the plan in the pop-up that appears, and click on Launch Plan.

Once the plan is launched, the activities defined in the plan will be assigned to the employees responsible for carrying out the activity.